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Asset Allocation Outlook Late Cycle vs. End Cycle Investing Late Cycle vs. End Cycle Investing Insights for an aging expansion
Blog Asset Allocation Views: Singles and Doubles Asset Allocation Views: Singles and Doubles Here are our asset allocation themes for multi-asset portfolios in 2018.
Economic and Market Commentary 2018 Asset Allocation Outlook: Sector Opportunities and Risks 2018 Asset Allocation Outlook: Sector Opportunities and Risks Which sectors offer value in 2018? PIMCO’s asset allocation CIO and portfolio manager explain the firm’s asset allocation views, and discuss macroeconomic risks – global monetary policy, inflation, diminished stock-bond correlation – and sector oppor
Investment Strategies Overweight Equities in 2018 Despite Volatility Overweight Equities in 2018 Despite Volatility PIMCO’s asset allocation portfolio manager explains PIMCO’s constructive view on equities and describes the nuances of finding value in U.S., European and Japanese equity markets in 2018
Asset Allocation Outlook Singles and Doubles Singles and Doubles With market volatility on the rise, consider a broad set of relative value opportunities across global markets.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Add Download Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 22 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
